Sargent Bickham Lagudis’s Trade Desk TTD Stock Holding History

Sargent Bickham Lagudis’s Portfolio TTD Stock Details TTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$27.8K	Sell	620 -160	-21%	-$8.11K	﹤0.01%	544
2022 Q3	$46K	Buy	780 +610	+359%	+$34.7K	﹤0.01%	427
2022 Q2	$7K	Buy	170 +28	+20%	+$1.53K	﹤0.01%	749
2022 Q1	$10K	Hold	142	–	–	﹤0.01%	714
2021 Q4	$13K	Hold	142	–	–	﹤0.01%	677
2021 Q3	$10K	Buy	+142	New	+$11K	﹤0.01%	722
2021 Q2	–	Sell	-160	Closed	-$10K	–	998
2021 Q1	$10K	Sell	160 -2,910	-95%	-$225K	﹤0.01%	707
2020 Q4	$246K	Buy	3,070 +3,000	+4,286%	+$227K	0.02%	210
2020 Q3	$4K	Hold	70	–	–	﹤0.01%	684
2020 Q2	$3K	Hold	70	–	–	﹤0.01%	689
2020 Q1	$1K	Buy	+70	New	+$1.81K	﹤0.01%	758

Other funds holding TTD

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sargent Bickham Lagudis's TTD Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Trade Desk (TTD) stake by 21% in Q4 2022, selling an estimated $8.11K and leaving 620 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Sargent Bickham Lagudis first reported a position in TTD in Q1 2020 and has held it in 11 quarters since. The position peaked at $246K in Q4 2020. 736 funds tracked by Wall St. Rank hold TTD as of Q4 2022.

Sargent Bickham Lagudis held 620 shares of Trade Desk worth $27.8K as of Q4 2022.
Sargent Bickham Lagudis sold 160 Trade Desk shares in Q4 2022, an estimated $8.11K.
Trade Desk made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #544 holding.
Sargent Bickham Lagudis first reported a position in Trade Desk in Q1 2020 and has held it in 11 quarters since.
Sargent Bickham Lagudis's Trade Desk position peaked at $246K in Q4 2020.
736 funds tracked by Wall St. Rank held Trade Desk as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.